Arkema SA
AKE
ISIN FR0010313833 / Valor 2536519
Arkema SA
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About company
Arkema SA is a global leader in the specialty chemicals industry, originating from the spin-off of Total SA's chemical branch. The company is headquartered in France and was listed on the Paris stock market in 2006. Arkema focuses on designing materials and innovative solutions across various sectors, including adhesives, coatings, and advanced materials. In Germany, Arkema operates through several subsidiaries and maintains a significant presence with around 400 employees across six sites, including Düsseldorf and Zwickau. The company expanded its footprint in the region through strategic acquisitions, such as the Bostik Group in 2015 and the DenBraven Group in 2016, which bolstered its capabilities in adhesive technologies. Arkema's operations in Germany are complemented by additional subsidiaries managing Bostik's activities, employing approximately 650 people in Germany and Austria.
Summarized from source with an LLMView SourceSector: IndustrialsLatest Results (14.05.2026):
Arkema SA — full-year 2025 results: Arkema reported resilient full-year 2025 results with EBITDA of €1,251 million (EBITDA margin 13.8%) despite weak demand in the US and Europe, strong cash generation and continued investment in major projects and R&D.
Key financials
EBITDA: €1,251m (within guidance) and EBITDA margin 13.8%; recurring cash flow: €464m (well above the €300m guidance).
Cash flow & balance sheet
High recurring cash flow strengthened the balance sheet; management highlights strict control of working capital and operating costs.
Segment performance
Specialty Materials showed good resilience (reported 15.7% margin in 2025 before corporate allocation), while cyclicals — notably acrylics — and declining sales of old-generation refrigerants weighed on overall results; Asia remained more dynamic than the US and Europe.
Major projects & capacity start-ups
Three capacity expansions successfully started on schedule and on budget (US: DMDS and 1233zd; Asia: Rilsan® Clear). Major projects added ~€60m of EBITDA versus 2024, with an expected additional ~€50m contribution in 2026 versus 2025.
Revenue momentum in targeted markets
Sales grew ~+16% YoY in attractive end-markets such as batteries, sports, 3D printing, healthcare and fluorospecialties, supporting long-term strategy despite short-term headwinds.
Cost control & R&D
Strict cost discipline and measures to offset fixed-cost inflation were applied while R&D spending increased to support innovation and sustainability initiatives.
Capital allocation & dividend
Capex guidance for 2026 around €600m to support targeted investments; dividend proposed stable at €3.60 per share.
People & organization
Group plans continued streamlining with anticipated headcount reduction of about 3% per year over the next three years to simplify the organization and improve efficiency.
Outlook for 2026
In a still-uncertain macro environment, Arkema targets slight EBITDA growth in 2026 at constant currencies, expects to offset fixed cost inflation through tight control, and will continue to ramp up its major projects and focus on Specialty Materials.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
5236 M
Market cap (USD)
176,218
Daily traded volume (Shares)
72.4 / 71.2
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
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EPS (USD)
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Ratings & reviews
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